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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,012 | $32,037-84.4% | $69,182-92.8% | $62,881-92.0% |
| Participation rate | 66.7% | 43.4%+23.2pp | 55.1%+11.6pp | 69.3%-2.6pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,446 | $1,185+22.0% | $1,897-23.8% | $3,203-54.9% |
| Admin fee / account holder | $49 | $2,608-98.1% | $2,697-98.2% | $4,296-98.9% |